A complete list of active advisors currently associated with Nvest Advisors, LLC

Warmer can help you find a great advisor at Nvest Advisors, LLC or one who fits your needs even better.

Nvest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses and employer‑sponsored retirement plans. The firm offers discretionary and non‑discretionary portfolio management (over 99% of clients choose discretionary authority) and also serves as a sub‑adviser to other unaffiliated RIAs. Investment decisions combine fundamental analysis, quantitative modeling and portfolio optimization, delivered through pre‑constructed risk‑based models that range from Conservative to Aggressive and are reviewed and rebalanced quarterly. Portfolios are composed of broadly traded securities — including individual stocks, bonds, mutual funds/ETFs, unit trusts and covered options — and the firm operates across multiple custodial platforms, with certain automated services on Betterment where Betterment acts as sub‑adviser. Compared with peers of similar size, the firm supports both retail wealth clients and institutional retirement plan fiduciary roles, providing ERISA 3(21) recommendations and 3(38) discretionary implementation for employer plans. The firm also discloses supervisory persons with outside accounting/tax employment and a maintained life/health/annuity insurance license (used only for planning discussions), and it is actively offering sub‑advisory services and exploring distribution of its investment models to other RIAs.

To learn more about the advisors currently working at Nvest Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.